Tax Associate

Direct Hire role with our client south of Pittsburgh, PA. Workplace Type: Hybrid (3 days in office, 2 day WFH Key Responsibilities Investment & Partnership Tax Support Serve as an internal tax associate within an investment firm, supporting tax compliance across partnership and investment entities Act as an internal liaison between the firm and a large public accounting firm responsible for preparing federal, state, and local tax returns Coordinate the timely delivery of tax data, supporting schedules, and investment documentation to external tax advisors Review completed tax returns—primarily Form 1065 and related state filings— for accuracy, completeness, and consistency with internal records Ensure tax positions align with partnership agreements, investment structures, and applicable tax regulations Tax Review, Oversight & Quality Control Perform detailed reviews of partnership allocations, K-1s, K-2s and K-3s and investor-level reporting Validate tax treatment of income, expenses, capital contributions, and distributions Identify discrepancies or inconsistencies and collaborate with external tax providers to resolve issues prior to filing Maintain audit-ready documentation and workpapers to support filings and internal review Entity & Investor Reporting Support tax compliance for entities holding private investments, including funds, partnerships, and related operating entities Assist in compiling tax information required for investor communications and internal reporting Coordinate preparation of 1099s and related tax reporting requirements Support corporate tax filings, including Form 1120, and related compliance activities Cross-Functional Collaboration Partner closely with accounting, operations, and front-office teams to gather accurate financial and investment data Provide tax-related support and guidance to internal stakeholders Assist with special projects related to new investments, entity formations, restructurings, or ownership changes Deadline & Cycle Management Manage multiple tax cycles and filing deadlines, including: Primary partnership deadlines (March 15) Extended filings and peak activity periods (August–September) Track filing status across multiple entities to ensure all returns are completed accurately and on time Qualifications Bachelor's Degree in Accounting required CPA Preferred 5+ years of tax experience with a focus on partnership taxation Background in public accounting or private investment/asset management environment Highly detail-oriented with strong documentation and organizational skills Desire for long-term stability within an investment-focused organization Competitive Base Salary based on experience #J-18808-Ljbffr